Cassandra DiOrio

As a highly organized and dedicated professional with diverse experience in life insurance, education, and business management, I bring a strong ability to streamline processes, enhance customer relationships, and support team success.

At Penn Mutual Life

Insurance, I excelled as a Case Administrator, managing the life cycle of insurance applications while ensuring regulatory compliance and collaborating with cross-functional teams. My entrepreneurial background as a franchise owner honed my leadership, financial management, and marketing skills, while my experience as a teacher and special education assistant demonstrated my commitment to individual growth and effective communication. I thrive in dynamic environments, adapt quickly to new challenges, and consistently meet organizational goals.

Penn Mutual Life Insurance 2/2024 - 4/2024

Southern NJ (Remote)

Life Insurance Case Administrator

• Point of contact for assigned region(s), responsible for the day-to-day processing
• Manages work items for a variety of new business administration tasks over the life cycle of individual life insurance applications, from initial case set-up through final disposition and acceptance of delivery receipts.
• Tasks include, but are not limited, to the following: Reviews electronically entered data and submitted images for life applications; identifies and resolves any discrepancies.

Ensures all regulatory policies are enforced, inputs information into system as needed.

• Provides up to date information regarding the status of contracts, outstanding requirements and guidelines.
• Provides case support for Underwriting.
• Works closely with regional offices, financial professionals and firms to ensure that the new business process, including prioritization of work, meets the needs of the business,

field and our department.

• Establishes and maintains high quality customer relationships – assessing customer needs and responding to them quickly and effectively.
• Works closely with the Account Managers to complete customer requests, meeting expectations regarding timeliness and accuracy.
• Develops relationships within the home office in the areas of Underwriting, Customer

Service, Sales, Compliance, and others to better understand and manage customer requests.

• Understands the escalation process and Managements role in the process
• Develops productive relationships with Financial Professionals, Underwriting and Home

Office associates.

• Interacts with Leadership to promote consistency and improve business processes
• Complies with all company and site policies and procedures
• Remains current in profession and industry trends
• Successfully completes regulatory and job training requirements
• Trains and mentors other team members
• Performs other duties as assigned

I attended college for a brief period of time but never acquired a degree.